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Open enrollment key considerations
It’s that time of the year that your company will likely offer new benefits for 2020; here are some key considerations as you elect for...


How to use your money to affect political change
Voting is arguably still the most powerful tool to effect political change in the United States. What's less commonly known and arguably...
Book report: Management of Art Galleries
If you're in search of art for your home or collection it may be helpful to take the viewpoint of the gallerist, who struggles to operate...


How the SBA can help you buy real estate
If you have a profitable business of at least two years and want to buy commercial real estate for your business, the Small Business...


Two opposing technical arguments on market direction
Last weekend I attended the Technical Securities Analysts Association (TSAA) of San Francisco annual conference, hosted by talented money...


Investment-only vs. financial planning services - the difference
Depending on your needs, the financial services industry’s got you covered. What may be less obvious is the know with all of what you...


Where is the market going?
After a rough couple of weeks in the equity markets, it was easy to forget that we recently reached new highs in the S&P 500 and the...


How this startup is taking on Wall St
Two of three floors in a building in Chelsea, Manhattan, there are standing desks, dogs, and cold brew on tap. This is Betterment HQ, the...
Fewer options left for a recession fight
It’s common to hear that we’re “overdue” for a recession. 11 years after the Great Financial Crisis, we’ve only seen double-digit growth...


A financial checklist for relocating to the U.S.
As U.S. companies struggle to find local talent, they continue to import labor from overseas. There are just not enough software...
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